Leelyn Smith, LLC Incresed Positions in Q3 2025

Leelyn Smith, LLC

  • $641 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.15%
$567.77 - $614.76 $2.84K - $3.07K
3.32K $2.03M
SO
Southern CO

Utilities
476
+ 1.53%
$90.83 - $96.0 $43.2K - $45.7K
31.7K $3M
ZS
Zscaler, Inc.

Technology
670
+ 11.76%
$267.68 - $316.5 $179K - $212K
6.37K $1.91M
AMGN
Amgen Inc

Healthcare
324
+ 3.51%
$271.18 - $309.22 $87.9K - $100K
9.55K $2.7M
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 0.98%
$357.4 - $423.42 $9.29K - $11K
2.69K $1.09M
NKE
Nike, Inc.

Consumer Cyclical
2.48K
+ 5.22%
$69.24 - $79.24 $172K - $197K
50K $3.49M
GIS
General Mills Inc

Consumer Defensive
3.27K
+ 8.22%
$48.44 - $53.83 $158K - $176K
43K $2.17M
GOOG
Alphabet Inc.

Communication Services
74
+ 5.62%
$175.16 - $255.24 $13K - $18.9K
1.39K $338K
SGOL
Abrdn Gold ETF Trust

ETFs
697
+ 4.73%
$31.18 - $36.81 $21.7K - $25.7K
15.4K $568K
MPC
Marathon Petroleum Corp

Energy
13
+ 0.39%
$158.59 - $198.69 $2.06K - $2.58K
3.36K $647K
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.29%
$144.19 - $167.33 $1.44K - $1.67K
3.41K $569K
TYL
Tyler Technologies Inc

Technology
432
+ 19.26%
$522.22 - $611.76 $226K - $264K
2.68K $1.4M
META
Meta Platforms, Inc.

Communication Services
105
+ 1.45%
$695.21 - $791.73 $73K - $83.1K
7.34K $5.39M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
362
+ 1.25%
$41.17 - $43.65 $14.9K - $15.8K
29.3K $1.26M
ADSK
Autodesk, Inc.

Technology
180
+ 1.1%
N/A
16.5K $4.05M
ALL
Allstate Corp

Financial Services
12
+ 0.4%
$192.0 - $214.65 $2.3K - $2.58K
2.98K $638K
PG
Procter & Gamble CO

Consumer Defensive
918
+ 5.03%
$150.47 - $161.22 $138K - $148K
19.2K $2.94M
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.12%
$408.73 - $490.3 $409 - $490
821 $375K
COF
Capital One Financial Corp

Financial Services
108
+ 7.63%
$207.29 - $229.74 $22.4K - $24.8K
1.52K $323K
PLD
Prologis, Inc.

Real Estate
15
+ 0.77%
$104.08 - $115.35 $1.56K - $1.73K
1.96K $224K
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.59%
$252.31 - $269.41 $2.02K - $2.16K
1.37K $355K
PANW
Palo Alto Networks Inc

Technology
146
+ 1.46%
$167.06 - $208.19 $24.4K - $30.4K
10.1K $2.06M
ZTS
Zoetis Inc.

Healthcare
1.7K
+ 6.96%
$141.13 - $159.19 $240K - $271K
26.2K $3.83M
DUK
Duke Energy Corp

Utilities
6
+ 0.33%
$116.31 - $125.93 $698 - $756
1.83K $226K
ADP
Automatic Data Processing Inc

Industrials
75
+ 10.79%
$288.69 - $310.94 $21.7K - $23.3K
770 $225K
Lam Research Corp
754
+ 3.71%
N/A
21.1K $0
Arista Networks Inc
1.17K
+ 4.48%
N/A
27.4K $0
Ge Healthcare Technologies I
3.25K
+ 6.74%
N/A
51.5K $0
CME
Cme Group Inc.

Financial Services
77
+ 0.7%
$258.83 - $287.1 $19.9K - $22.1K
11.1K $3M
DE
Deere & CO

Industrials
4
+ 0.26%
$457.26 - $524.37 $1.83K - $2.1K
1.57K $716K
KO
Coca Cola CO

Consumer Defensive
1.43K
+ 3.33%
$65.67 - $71.67 $93.8K - $102K
44.4K $2.94M
CRWD
Crowd Strike Holdings, Inc.

Technology
61
+ 0.92%
$412.46 - $514.1 $25.2K - $31.4K
6.71K $3.29M
CRM
Salesforce, Inc.

Technology
765
+ 9.72%
$231.66 - $273.65 $177K - $209K
8.63K $2.05M
FTNT
Fortinet, Inc.

Technology
2.53K
+ 15.99%
$74.39 - $107.65 $188K - $272K
18.4K $1.54M
ADBE
Adobe Inc.

Technology
616
+ 5.57%
$333.65 - $392.1 $206K - $242K
11.7K $4.12M
UPS
United Parcel Service Inc

Industrials
2.8K
+ 12.04%
$82.58 - $105.54 $231K - $296K
26.1K $2.18M
NOW
Service Now, Inc.

Technology
112
+ 4.28%
$850.86 - $1044.69 $95.3K - $117K
2.73K $2.51M
V
Visa Inc.

Financial Services
51
+ 0.33%
$332.09 - $358.86 $16.9K - $18.3K
15.7K $5.34M
COST
Costco Wholesale Corp

Consumer Defensive
45
+ 0.73%
$915.95 - $994.57 $41.2K - $44.8K
6.18K $5.72M
HON
Honeywell International Inc

Industrials
305
+ 1.39%
$207.7 - $240.4 $63.3K - $73.3K
22.2K $4.68M
ACN
Accenture PLC

Technology
591
+ 4.32%
$232.56 - $304.78 $137K - $180K
14.3K $3.52M
Activity Summary
Buys All Purchases 104 New Holdings 12 Increased Positions 92 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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